See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,126 |
VALMARK ADVISERS INC8 years Filed as: VALMARK ADVISERS, INC. Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $22,661 |
Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $9,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,807 | $61,272-13.8% | $149,673-64.7% | $71,457-26.1% |
| Participation rate | 42.5% | 62.5%-20.0pp | 78.8%-36.3pp | 67.9%-25.4pp |
| Annual return | 16.78% | 35.85%-19.1pp | 134.42%-117.6pp | 28.85%-12.1pp |
| Employer contribution / active EE | $802 | $2,378-66.3% | $4,818-83.3% | $2,588-69.0% |
| Participant deferral / active EE | $2,154 | $2,917-26.1% | $5,680-62.1% | $4,289-49.8% |
| Admin fee / account holder | $333 | $1,261-73.6% | $13,210-97.5% | $1,587-79.0% |